LPL Financial
XMAR icon

LPL Financial’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

LPL Financial’s Portfolio XMAR Stock Details XMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.28M Sell
56,360
-7,459
-12% -$300K ﹤0.01% 3376
2025
Q4 		$2.55M Sell
63,819
-10,521
-14% -$416K ﹤0.01% 3166
2025
Q3 		$2.92M Buy
74,340
+5,354
+8% +$208K ﹤0.01% 2972
2025
Q2 		$2.64M Sell
68,986
-320
-0.5% -$11.8K ﹤0.01% 2864
2025
Q1 		$2.55M Sell
69,306
-6,360
-8% -$233K ﹤0.01% 2734
2024
Q4 		$2.74M Sell
75,666
-9,372
-11% -$336K ﹤0.01% 2581
2024
Q3 		$3.02M Buy
85,038
+11,499
+16% +$401K ﹤0.01% 2369
2024
Q2 		$2.54M Sell
73,539
-23,286
-24% -$788K ﹤0.01% 2396
2024
Q1 		$3.26M Sell
96,825
-43,563
-31% -$1.44M ﹤0.01% 2123
2023
Q4 		$4.62M Buy
140,388
+56,209
+67% +$1.81M ﹤0.01% 1734
2023
Q3 		$2.66M Buy
+84,179
New +$2.66M ﹤0.01% 2071

Other funds holding XMAR

PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial's XMAR Position: Q1 2026 in Review

LPL Financial reduced its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) stake by 12% in Q1 2026, selling an estimated $300K and leaving 56,360 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #3376.

LPL Financial first reported a position in XMAR in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.62M in Q4 2023. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

  • LPL Financial held 56,360 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $2.28M as of Q1 2026.
  • LPL Financial sold 7,459 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q1 2026, an estimated $300K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF March made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3376 holding.
  • LPL Financial first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q3 2023 and has held it in 11 quarters since.
  • LPL Financial's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $4.62M in Q4 2023.
  • 69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.